NFG
MFL

Next Financial Group’s BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND MFL Stock Holding History

Next Financial Group’s Portfolio MFL Stock Details MFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-200
Closed -$3K – 2385
2016
Q4 		$3K Hold
200
– – ﹤0.01% 2120
2016
Q3 		$3K Buy
+200
New +$3.2K ﹤0.01% 2110
2014
Q4 		– Sell
-200
Closed -$3K – 2444
2014
Q3 		$3K Hold
200
– – ﹤0.01% 2252
2014
Q2 		$3K Buy
+200
New +$2.75K ﹤0.01% 1032

Other funds holding MFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Next Financial Group's MFL Position: Q1 2017 in Review

Next Financial Group sold out of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) in Q1 2017, closing a stake of 200 shares — an estimated $3K sold.

Next Financial Group first reported a position in MFL in Q2 2014 and held it in 4 quarters. The position peaked at $3K in Q4 2016. 47 funds tracked by Wall St. Rank hold MFL as of Q1 2017.

  • Next Financial Group reported no remaining BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 200 BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND shares in Q1 2017, an estimated $3K.
  • Next Financial Group first reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in Q2 2014 and held it in 4 quarters.
  • Next Financial Group's BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND position peaked at $3K in Q4 2016.
  • 47 funds tracked by Wall St. Rank held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.